Winnipeg Mb Wealth associate Jobs – 21 Openings This Week

Wealth Associate
National Bank of Canada —Winnipeg, MB
- Full-time
- Microsoft Excel
- English
- Microsoft Office
- Wellness program
- Employee assistance program
Associate Investment Advisor
Endeavour Wealth Management —Winnipeg, MB
- Full-time
- Hospitality
- Business development
- Bachelor's
Quick apply
3d
Technology Associate
National Bank of Canada —Winnipeg, MB
- Full-time
- Hybrid work
- English
- Finance
- Analysis skills
- Wellness program
- Employee assistance program
ScotiaMcLeod Administrative Associate - Winnipeg
Scotiabank —Winnipeg, MB
- Organizational skills
- Communication skills
- Marketing
- Paid time off
5d
Advisor Services Associate
Harbourfront Wealth Management —Winnipeg, MB
- $55,000–$65,000 a year
- Hybrid work
- Data analysis skills
- Microsoft Office
- Administrative experience
Quick apply
Sales Associate
Rogers Communications —Winnipeg, MB
- Part-time
- Customer service
- In-person
- Retail sales
Operations Associate
Wellington-Altus Private Wealth Inc. —Winnipeg, MB
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Associate Administrator, TPA Solutions
People Corporation —Winnipeg, MB
- $45,000–$50,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Customer service
- Finance
- Dental care
3d
Associate Advisor
People Corporation —Winnipeg, MB
- $60,000–$70,000 a year
- Full-time
- Hybrid work
- Marketing
- Business development
- Presentation skills
- Disability insurance
- Dental care
Corporate Relationship Associate - Linden Ridge
Steinbach Credit Union —Winnipeg, MB
- Data analysis skills
- High school diploma or GED
- Business development
3d
Client Relationship Manager, Commercial Banking - Winnipeg
Scotiabank —Winnipeg, MB
- Business development
- Travel
- Financial services
2027 Wealth Management, Winter Administrative Assistant (4-16 months)
Royal Bank of Canada —Winnipeg, MB
- Full-time
- Computer literacy
- Salesforce
- Research
13d
Group Consultant, RBC Group Advantage - Winnipeg, MB
Royal Bank of Canada —Winnipeg, MB
- Weekends as needed
- Microsoft Powerpoint
- Microsoft Word
- Sales
- Profit sharing
20h
Private Trust Client Service Associate - Indigenous Trust Services (ITS)
TD Bank —Winnipeg, MB
- $52,700–$74,400 a year
- Full-time
- Bachelor's
- Communication skills
- Paid time off

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Customer Experience Associate (Canada)
Scotiabank —Oshawa, ON
Have proven customer service skills through work or community involvement. Are willing to assist in a professional, friendly and efficient manner.
6d
Financial Planner
The Co-operators - Goutsouliak & Associates Inc —Thornhill, ON
You will travel occasionally and are required to have your own vehicle, valid driver’s license, and insurance.
$65,000–$120,000 a year
Quick apply

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Wealth Associate

National Bank of Canada -
Winnipeg, MB

Apply Now

Job details

Full-time

Qualifications

Investment
Microsoft Excel
English
Microsoft Office
Bachelor's
Continuous improvement
Client services
Customer service orientation
Organizational skills
Financial services
Deposits
CSC
College diploma
Client interaction
Currency exchange handling
Business process improvement

Full job description

Attendance: On-Site

Employment Category: Professional

Type of Contract: Permanent

A career as a Wealth Associate at National Bank is a role where your rigour, client-service mindset, and operational follow-through will have a direct impact on the client experience. In this role, you will work with a small team of Wealth Advisors in Winnipeg to ensure that client instructions, account documentation, transactions, and service requests are completed accurately, followed through to completion, and communicated clearly.

This position is well suited to someone who enjoys working in a structured, professional environment, takes pride in accuracy, and is comfortable learning new technology and navigating multiple systems and processes. The successful candidate will be an important part of a close-knit advisory team that values collaboration, accountability, embracing new technology, and doing things properly.

Your job:

Support wealth advisors in providing superior client service and be available to respond to client requests in a timely and professional manner.
Carry out deposit, withdrawal, transfer, currency conversion, and other account instructions for investment accounts, ensuring careful review, diligent follow-up, and clear confirmation once complete.
Prepare, complete, and process client account documentation, including account opening, account updates, service requests, forms, and supporting documents.
Monitor submitted instructions and documentation through to completion, including identifying rejected or delayed items, following up with internal partners, and escalating when appropriate.
Help to integrate new technology and processes into the existing business.
Contribute to continuous improvement by identifying recurring operational issues and helping the team improve procedures, checklists, and follow-up practices.
Produce and prepare portfolio reports, statements, tax slips, and other client documents as required.
Ensure adherence to compliance and risk management rules, including appropriate handling of client information, documentation, approvals, and transaction instructions.

Your team:

National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

Prerequisites:

Completed college and/or university diploma in a related field.
Two years of relevant experience in banking operations, wealth management, insurance, financial services, client service, administration, or another role requiring careful follow-through and attention to detail.
Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course, or willingness to complete required industry courses if applicable to the role.
Excellent knowledge of Microsoft Office, especially Excel.
Strong organizational skills and ability to manage priorities, deadlines, and multiple active tasks.
Strong attention to detail, especially for transaction instructions, forms, data points, and client information.
Ability to communicate clearly, politely, and accurately with clients, advisors, and internal partners.
Comfort learning internal systems and processes, including documentation, ticketing, workflow, and reporting tools.
A collaborative mindset and willingness to work with a team.

#INDGP

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and family assistance program
Preferential banking services
Involvement in community initiatives
Telemedicine service
Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Additional required languages: English

Skills: Communication, Critical Thinking, Information Analysis, Multitasking, Organization Skills, Problem Solving, Stress Management, Teamwork, Wealth Management, Cybersecurity, Accountability, Client-focused, Detail-oriented, Digital literacy, Initiative, Learn

Apply Now

Refine Your Search

wealth associate jobs in winnipeg mb

Wealth Associate

Associate Investment Advisor

Technology Associate

ScotiaMcLeod Administrative Associate - Winnipeg

Advisor Services Associate

Sales Associate

Operations Associate

Associate Administrator, TPA Solutions

Associate Advisor

Corporate Relationship Associate - Linden Ridge

Client Relationship Manager, Commercial Banking - Winnipeg

2027 Wealth Management, Winter Administrative Assistant (4-16 months)

Group Consultant, RBC Group Advantage - Winnipeg, MB

Private Trust Client Service Associate - Indigenous Trust Services (ITS)

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